Joncarlo Mark joins SuperTechnology N.A. panel on GP management in a digital world
Joncarlo Mark will join a panel on the current state of GP management as the industry continues to navigate through the challenges of the COVID-19 pandemic. The panel, titled “GPs originating, diligencing and managing companies digitally,” is part of a two-day SuperTechnology North America conference on February 2-3, 2021.
Upwelling Hosts Conference on Secondaries
On October 8-9, Upwelling is hosting a webinar covering a wide range of topics related to secondaries across the private markets. The webinar will feature secondaries experts in private equity, venture capital, real assets and private credit. Gathered will be a cross section of industry leaders who will share both GP and LP perspectives on […]
Joncarlo Mark joins panel to discuss LP reporting best practices in VC
Upwelling Founder, Joncarlo Mark, joins a webinar panel titled “3 Ways LPs Are Increasing Scrutiny on VCs.” Hosted by private capital data analystics platform, Aumni, Mark joins a group of experienced LPs to discuss LP reporting best-practices, including changing LP demands as it relates to SEC Registration expectations, improved portfolio analytics, and more rigorous due […]
Upwelling feature in Buyouts (a PEI publication): How do we get out of this misaligned mess?
Upwelling shared insights with PEI’s Buyouts magazine into the alignment concerns faced by GPs and LPs during economic downturns, in particular when facing a reduction in carry and in clawback situations. “When events lead to unfavorable return outcomes, however, the hurdle rate becomes an impediment, driving misalignment. Unfortunately, such misalignment will be exacerbated today given […]
PEI interview with Joncarlo Mark – Impact of COVID-19 on PE market
In an article published today by PEI, Joncarlo Mark provides perspective on current market conditions during COVID-19 crisis. Click here to read the article, ‘Most GPs are simply in fire control mode.”
Muzinich: Strategic Investment in Arbor Centers for EyeCare and Chicago Eye Institute Completed
Chicago Eye Institute (“CEI”) and Arbor Centers for EyeCare (“Arbor”), two of the leading ophthalmology practices serving the Chicago market have entered into a strategic partnership with MoonSail Capital, LLC (“MoonSail”) and Plenary Partners (“Plenary”). The parternship forms Ocular Partners, Inc. (“Ocular Partners” or the “Company”), and solidifies its place as the second largest ophthalmologist platform in […]
Upwelling to provide course during the 2020 EMPEA | LAVCA PE Masterclass
On Tuesday, March 4, 2020, Joncarlo Mark (Founder) and Mike Dutton (Industry Advisor) will lead a discussion during the EMPEA | LAVCA Private Equity Masterclass in Association with ColCapital. The conference, taking place in Bogota, Clombia, serves as an opportunity for LATAM fund managers and investors to gain practical insights from EM PE practicitioners. The […]
Private Equity Law Report Features Upwelling Research in Article
The Private Equity Law Report (PELR) released an article highlighting Upwelling Capital’s white paper, “Watch Your Tail-End,” an analysis on tail-end funds. The article summarizes the findings of the report on whether investors might be better off selling their tail-end fund interests, even at a steep discount, and reinvesting the proceeds in a different fund. […]
Secondaries Investor Features Upwelling Report on “Tail-End” Funds Performance
Secondaries Investor featured Upwelling’s report in an article published on 5/30/19. Selling at a discount is better than holding tail-ends – report An analysis of private equity funds by Upwelling Capital shows holding funds for longer than 10 years brings more downside risk than upside potential. By Adam Le Limited partners could be better off […]
Upwelling Releases Research on Tail-End Funds
Upwelling released an in-depth research report which examines the performance of private equity funds operating beyond 10 years (“Tail-End Funds”). The report details key findings, such as: • On average, Tail-End Funds lose value, regardless of quartile ranking • The opportunity cost of holding Tail-End Funds is enormous • Stellar returns aren’t required to compensate […]
